Many of your customers are businesses, and their accounting department needs the company name on invoices. When a customer has a Company entered on their record, Stortech now bills the company itself on every upcoming invoice it receives — monthly rent renewals as well as manual invoices. The company becomes the invoice's primary recipient ("Bill to"), and the person's name moves to an Attention line in the invoice header.
Who this article is for
Editing a customer record needs the Owner or Manager role. If the Edit button is missing or greyed out on the record, ask an Owner on your team.
Adding a company name to an existing customer
Step 1.
From the left menu, open Contacts, then click the customer's record.
Step 2.
Click Edit in the record header.
Step 3.
In the Company field, enter the customer's business name.
Step 4.
Click Save.
The next invoice issued for this customer will carry the company name. Already-issued invoices don't change.
Adding a company name to a new customer
When creating the contact, fill in the Company field along with the name, email, and phone. That customer's invoices will carry the company name from the first one.
Where the company name appears
The company name becomes the invoice's primary recipient on the invoice (and its PDF) the customer receives: it shows directly in the Bill to section. The person's name appears on a separate line, Attention, in the invoice header. These changes apply to every invoice generated after the company name is added: monthly rent renewals as well as manual invoices.
The billing address is added too
When the customer's record has a postal address (a street or a postal code), that address is automatically added to the Bill to section of their upcoming invoices — whether they're billed as a person or as a company. A record with no usable address doesn't change anything: the invoice stays without an address, as before.
Important: already-issued invoices
An already-issued invoice can't be edited afterward to add the company name. If a customer has an unpaid, already-issued invoice they refuse to settle because it isn't in their company's name, contact support: we can reissue the unpaid invoice with the company name. New invoices carry it automatically.
What happens automatically
As soon as Company is entered on the record, the customer's billing profile is updated; their upcoming invoices carry the name. If you change the company name, upcoming invoices use the new name. If you clear the Company field, upcoming invoices no longer show a company name. No email is sent to the customer for this change.
Common issues
The company name doesn't appear on an invoice.
What to check: was the invoice issued before or after the name was added to the record?
What to do: only invoices issued after the addition carry the name. For an earlier invoice, contact support to reissue it.
The Company field is filled in, but an old invoice doesn't show it.
What to check: what date was the invoice issued?
What to do: that's expected, the name is only added to invoices created after it was entered. Older ones aren't rewritten.
I want the person to stay the primary recipient ("bill to"), even when a company is entered.
What to check: is the Company field filled in on the customer's record?
What to do: as long as that field has a name, the company stays the recipient of upcoming invoices. Clear the Company field on the record for the person to become the recipient again; the Attention line then disappears too.
An invoice still shows the company as a separate field, with the person as the primary recipient.
What to check: has this customer's record been edited recently (name, company, or address)?
What to do: editing one of these fields updates the billing format for upcoming invoices. If you don't want to change anything yourself, contact support for an update.
Common questions
My customer is a business and wants their company name on invoices. How do I do that? Enter the name in the Company field on their customer record. Once it's there, their upcoming invoices will carry it automatically.
Does this change invoices already sent? No. Only invoices issued after the name is added carry it. For an unpaid already-issued invoice, contact support.
Does the person's name disappear from the invoice? No. It moves to the Attention line, in the invoice header; the company becomes the primary recipient ("bill to").
Do I need to redo this for every invoice? No. You enter the name once on the record; it's then added to every new invoice for that customer.